A complete list of active advisors currently associated with Prepared Financial Planning

Warmer can help you find a great advisor at Prepared Financial Planning or one who fits your needs even better.

Prepared Financial Planning is a fee‑only registered investment adviser that provides investment management and financial planning to individual and high‑net‑worth clients. The firm manages roughly $11.2 million for a small client base and offers both ongoing comprehensive planning and project‑based engagements. The firm’s investment approach emphasizes asset allocation and modern portfolio theory, blending passive and active strategies across stocks, bonds, mutual funds, and ETFs while considering tax implications and client risk tolerance. It tailors portfolios to client goals, may integrate outside managers for selected accounts, and implements discretionary trading authority where agreed. Prepared Financial Planning routinely offers educational seminars and speaking engagements and provides financial education and consulting services to nonprofits and educational institutions; these presentations are explicitly educational and do not include individualized investment advice. Its combination of a compact client roster, flexible planning engagement models (ongoing and project‑based), use of outside managers, and the availability of values‑based investing options differentiate the firm from many peers.

To learn more about the advisors currently working at Prepared Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Andrew Ish	Milwaukee, WI	9

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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